Motilal Oswal Financial Services highlighted both winners and laggards in a subdued Q2 for corporate India. SBI and L&T led the gainers, demonstrating resilience and growth, while Tata Motors and Asian Paints faced challenges. Nifty-50 earnings saw modest growth, prompting Motilal Oswal to lower FY25 EPS estimates but anticipate a 2HFY25 recovery driven by increased consumer and government spending.
